Our History

We founded LeConte Wealth Management in 2007 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. We think we’ve greatly improved upon the model.

We offer you an environment where you can feel confident:

That you can expect prompt replies from us to your directions or inquiries

That your money is working toward your goals effectively

That your wishes and opinions will be respected

That your needs are taken into account

That your investments are recommended because they are best for you, not for some corporation.

That you have access to unbiased research and information to help you make informed decisions.

LeConte Wealth Management is a Registered Investment Advisor. We recommend that our clients custody their accounts at TD Ameritrade Institutional, one of the premiere financial firms in the United States. This partnership ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.